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Fidelity MSCI Consumer Staples Index ETF

93 hedge funds and large institutions have $290M invested in Fidelity MSCI Consumer Staples Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

18% more funds holding

Funds holding: 7993 (+14)

13% more capital invested

Capital invested by funds: $257M → $290M (+$33M)

2.4% less ownership

Funds ownership: 48.77%46.37% (-2.4%)

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
32
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$379K +$21.2K +590 +6%
CST
52
Charles Schwab Trust
Nevada
$354K +$348K +9,696 New
HCA
53
Heck Capital Advisors
Wisconsin
$351K -$36 -1 -0%
WIA
54
World Investment Advisors
California
$337K -$1.47K -41 -0.4%
HCM
55
Hilton Capital Management
New York
$333K
IWM
56
IHT Wealth Management
Illinois
$326K +$320K +8,898 New
Wells Fargo
57
Wells Fargo
California
$321K +$121K +3,360 +62%
CFD
58
Creative Financial Designs
Indiana
$319K +$718 +20 +0.2%
MIH
59
Meitav Investment House
Israel
$298K +$25.1K +700 +9%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$279K +$53.1K +1,478 +24%
ACA
61
Atlas Capital Advisors
Wyoming
$279K +$273K +7,612 New
PCM
62
Penserra Capital Management
California
$278K +$273K +7,605 New
GRP
63
Global Retirement Partners
California
$277K -$26K -724 -9%
Prudential Financial
64
Prudential Financial
New Jersey
$276K +$271K +7,548 New
Creative Planning
65
Creative Planning
Kansas
$249K +$245K +6,809 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$229K -$39.4K -1,098 -15%
AF
67
Advisornet Financial
Minnesota
$226K +$222K +6,172 New
SS
68
Sunbelt Securities
Texas
$222K +$218K +6,065 New
MML Investors Services
69
MML Investors Services
Massachusetts
$203K +$199K +5,553 New
AA
70
Advisory Alpha
Michigan
$154K +$152K +4,244 New
UBS Group
71
UBS Group
Switzerland
$133K -$1.8K -50 -1%
AIC
72
Ameritas Investment Company
Nebraska
$133K +$130K +3,631 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$81K -$3.7K -103 -4%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$56K
IA
75
IFP Advisors
Florida
$48K +$48.1K +1,338 New